4 / 5 Stars
5 4 3 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#23 in Small Growth
U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 29.25 percent over the past year, 14.87 percent over the past three years, 26.30 percent over the past five years, and 10.59 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||26.3%|
|10 Years (Annualized)||10.6%|
The investment seeks long-term growth of capital. The fund invests primarily in micro cap companies. It invests at least 80% of the fund's net assets in the equity securities of micro cap companies with market capitalizations of less than $1 billion at the time of purchase. The fund may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets. It may invest in initial public offerings (IPOs). The fund may invest a large percentage of its assets in a few sectors, including financials, information technology, consumer discretionary, industrials, health care and materials.
Fees are Above Average compared to funds in the same category.
Wasatch Micro Cap Value Fund has an expense ratio of 2.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.